In its second-quarter 2026 investor letter, London Company SMID Cap Strategy highlighted Qualys, Inc. (NASDAQ:QLYS) as a leading contributor.
Qualys, Inc. (NASDAQ:QLYS) provides a cloud-based platform delivering information technology (IT), security, and compliance solutions
On August 26, 2026, Qualys, Inc. (NASDAQ:QLYS) closed at $176.67 per share. Over the past month, Qualys, Inc. (NASDAQ:QLYS) returned 32.51%, while its shares have gained 38.76% in the last 52 weeks. Qualys, Inc. (NASDAQ:QLYS) has a market capitalization of $6.11 billion.
London Company SMID Cap Strategy stated the following regarding Qualys, Inc. (NASDAQ:QLYS) in its Q2 2026 investor letter: “Qualys, Inc. (NASDAQ:QLYS) was a top contributor as investor sentiment improved across the cybersecurity sector. While concerns around AI disruption weighed on the group earlier this year, AI is increasingly viewed as strengthening demand for cybersecurity solutions. We continue to view QLYS as a high-quality business with a durable competitive position, supported by its expanding platform and strong product strategy.” Qualys, Inc. (NASDAQ:QLYS) is not on our list of the 40 Most Popular Stocks Among Hedge Funds.